ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 410 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $250 | -5.3% | 3,618 | +0.2% | 0.01% | -11.1% |
| Q2 2023 | $264 | -19.0% | 3,611 | -20.4% | 0.01% | -18.2% |
| Q1 2023 | $326 | +11.3% | 4,537 | +1.8% | 0.01% | 0.0% |
| Q4 2022 | $293 | -99.9% | 4,457 | +7.5% | 0.01% | 0.0% |
| Q3 2022 | $233,000 | -9.3% | 4,147 | +1.3% | 0.01% | -15.4% |
| Q2 2022 | $257,000 | -19.9% | 4,095 | -6.0% | 0.01% | -13.3% |
| Q1 2022 | $321,000 | -0.9% | 4,355 | +6.7% | 0.02% | 0.0% |
| Q4 2021 | $324,000 | +11.7% | 4,081 | +10.3% | 0.02% | +7.1% |
| Q3 2021 | $290,000 | +0.3% | 3,700 | +1.0% | 0.01% | +7.7% |
| Q2 2021 | $289,000 | -22.1% | 3,663 | -25.1% | 0.01% | -27.8% |
| Q1 2021 | $371,000 | +17.4% | 4,891 | +13.3% | 0.02% | +5.9% |
| Q4 2020 | $316,000 | +101.3% | 4,318 | +57.5% | 0.02% | +21.4% |
| Q4 2018 | $157,000 | – | 2,742 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IMPACTfolio, LLC | 338,787 | $23,420,354 | 16.89% |
| Dunhill Financial, LLC | 318,114 | $22,147,068 | 13.97% |
| Forefront Analytics, LLC | 344,925 | $23,844,842 | 13.52% |
| High Note Wealth, LLC | 239,807 | $16,577,877 | 6.85% |
| Laurel Wealth Planning LLC | 123,130 | $8,512 | 6.62% |
| SPINNAKER TRUST | 1,166,204 | $80,619,683 | 6.07% |
| Financial Network Wealth Management LLC | 163,350 | $11,127 | 5.43% |
| Shira Ridge Wealth Management | 100,446 | $6,943,847 | 4.56% |
| Bond & Devick Financial Network, Inc. | 101,025 | $6,983,866 | 4.49% |
| Ellevest, Inc. | 733,218 | $50,687,357 | 3.90% |